AWM
FSMD icon

Abound Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Abound Wealth Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7K Hold
51
– – ﹤0.01% 709
2026
Q1 		$2.28K Hold
51
– – ﹤0.01% 885
2025
Q4 		$2.24K Hold
51
– – ﹤0.01% 828
2025
Q3 		$2.23K Buy
51
+1
+2% +$43 ﹤0.01% 798
2025
Q2 		$2.09K Hold
50
– – ﹤0.01% 739
2025
Q1 		$1.97K Buy
+50
New +$2.05K ﹤0.01% 705

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Abound Wealth Management's FSMD Position: Q2 2026 in Review

Abound Wealth Management held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 51 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Abound Wealth Management first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Abound Wealth Management held 51 shares of Fidelity Small-Mid Multifactor ETF worth $2.7K as of Q2 2026.
  • Abound Wealth Management left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Abound Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.